Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   
OVERLAP
36%

OVERLAP
BY WEIGHT
24

# OF OVERLAPPING
HOLDINGS
IYG
101
HOLDINGS
25%
ALSO IN KBWB
KBWB
24
HOLDINGS
100%
ALSO IN IYG
SECTOR DRIFT (IYG minus KBWB)
OVERLAPPING HOLDINGS

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Company Weight
in IYG
Weight
in KBWB
Overlap
JPMORGAN CHASE & CO 12.4% 7.8% 7.8%
BANK OF AMERICA CORP 4.8% 7.7% 4.8%
WELLS FARGO & CO 3.9% 7.3% 3.9%
GOLDMAN SACHS GROUP INC 3.5% 8.7% 3.5%
MORGAN STANLEY 2.8% 8.2% 2.8%
IYG Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 13.2%
VISA INC. CLASS A 8.5%
MASTERCARD INCORPORATED CLASS A 6.9%
JPMORGAN CHASE & CO 4.6%
AMERICAN EXPRESS CO 2.6%
S&P GLOBAL, INC. 2.5%
BLACKROCK INC 2.4%
SCHWAB (CHARLES) CORP 2.3%
BLACKSTONE GROUP LP/THE 1.9%
INTERCONTINENTALEXCHANGE INC 1.5%
IYG Underweight Relative to KBWB
MORGAN STANLEY -5.4%
GOLDMAN SACHS GROUP INC -5.2%
FIFTH THIRD BANCORP -3.6%
WELLS FARGO & CO -3.5%
STATE STREET CORP -3.4%
HUNTINGTON BANCSHARES INC -3.3%
M & T BANK CORP -3.2%
NORTHERN TRUST CORP -3.2%
REGIONS FINANCIAL CORP -3.1%
TRUIST FINANCIAL CORPORATION -3.0%
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